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FTHFX vs LMBMX
FTHFX vs LMBMX Comparison
Open Charts FTHFX vs LMBMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.33
Change+$0.54 (+1.23%)
VolumeN/A
Net Assets9.98B
Franklin U.S. Small Cap Equity IS
Price$13.10
Change+$0.18 (+1.39%)
VolumeN/A
Net Assets99.93M
FTHFX vs LMBMX Comparison Chart
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FTHFX vs. LMBMX commentary
Jun 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FTHFX is a Hold and LMBMX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.98B vs. LMBMX (99.9M). LMBMX pays higher dividends than FTHFX: LMBMX (1.18) vs FTHFX (0.79). FTHFX was incepted earlier than LMBMX: FTHFX (14 years) vs LMBMX (13 years). LMBMX (0.96) is less costly to investors than FTHFX (0.63). LMBMX is a more actively managed with annual turnover of: 53.00 vs. FTHFX (41.00). FTHFX (1000000) and LMBMX (1000000) have matching initial minimum investment requirements. LMBMX annual gain was more profitable for investors over the last year : -0.11 vs. FTHFX (-2.58). FTHFX return over 5 years is better than : 83.63 vs. LMBMX (30.32).
| FTHFX | LMBMX | FTHFX / LMBMX | |
| Total Expense Ratio | 0.63 | 0.75 | 84% |
| Annual Report Gross Expense Ratio | 0.63 | 0.96 | 66% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -3.589 | -2.784 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.98B | 99.9M | 9,994% |
| Annual Yield % from dividends | 0.79 | 1.18 | 67% |
| Returns for 1 year | -2.58 | -0.11 | 2,267% |
| Returns for 3 years | 29.41 | 8.88 | 331% |
| Returns for 5 years | 83.63 | 30.32 | 276% |
| Returns for 10 years | 133.20 | -4.69 | -2,839% |
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